Sage 200 CRM is a module within Sage 200cloud. It integrates with Office 365 to enable complete collaboration between your sales, business development, and marketing teams.
With Sage 200 CRM all of your customer account information, sales pipeline, and prospect customer data can be accessed from one single location. That means you can track and evaluate your business performance effortlessly.
This CRM solution will also help you simplify the sales process, shorten sales cycles, and make the most of every sales opportunity. Sage CRM software automates sales tasks such as creating quotes and orders, forecasting sales, progressing leads, and converting them into opportunities—all using sales workflows. You can set targets and assign tasks to your sales and marketing teams, and produce regular reports to track progress. It’s the perfect way to get a detailed overview of sales and new business operations.
Gain valuable insight
Easily evaluate where your business stands, and analyse valuable insight on customer purchasing patterns and trends. All to aid you in making informed decisions about future direction.
Understand your customers better
Capture all essential information about your customers to deliver an exceptional experience, improve retention, and drive revenue growth.
Collaborate effectively within your business
Avoid duplication of work and empower your teams to work faster and smarter. With a single software platform across your business, you can encourage everyone to become more productive and efficient.
Accelerate team performance
With access to a wealth of sales performance information, your sales team is equipped to sell smarter and more efficiently, targeting customer accounts with particular services and nurturing their needs with focused communications.
Understand your marketing efforts better
Sage CRM allows you to track and evaluate all investments in marketing communications. Monitor budgets against sales revenue to understand return on investment, and evaluate which marketing campaigns are proving most effective.
Improve reporting and analytics
Within Sage 200 CRM, you can set up customised reports. These will let you track sales leads through to sales opportunities and new customer acquisitions, so you can easily evaluate your performance growth.
Improve customer communications
Create and set up regular communications, such as newsletters or email offers, using Mailchimp integration with Sage CRM.
Facilitate sales and marketing collaboration
This enables sales and marketing functions to evaluate the performance of marketing efforts against sales activity, in order to understand the most effective marketing techniques for your business.
Workflow and task management for sales and business development functions
Integration with email marketing
Targeted marketing and communications can be tracked by campaign to measure return on investment
Customer services teams can log all interactions and communications with customers on their individual accounts
Our Sage CRM consultants can capture your requirements and deliver a solution tailored to your specific business needs
Our first aim is to understand your business, uncover a strategy to improve your customer relationship management, and align it with your short and long-term objectives. This initial consultation helps us to explore your needs and advise on the best solutions for your business.
Through our extensive experience of working with Sage CRM, we’ve developed a market-leading expertise of the product’s capabilities. Our consultants and developers can create customised solutions, or tailor specific functions to deliver the information or workflows you require.